Lucia Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$32K | – | 190 |
|
|
2020
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2019
Q4 | $38K | Hold |
1,000
| – | – | 0.01% | 160 |
|
|
2019
Q3 | $38K | Sell |
1,000
-1,215
| -55% | -$46.2K | 0.01% | 143 |
|
|
2019
Q2 | $82K | Sell |
2,215
-624
| -22% | -$23.1K | 0.03% | 129 |
|
|
2019
Q1 | $104K | Sell |
2,839
-427
| -13% | -$15.6K | 0.04% | 139 |
|
|
2018
Q4 | $112K | Buy |
3,266
+2,239
| +218% | +$76.8K | 0.05% | 130 |
|
|
2018
Q3 | $38K | Hold |
1,027
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $39K | Buy |
+1,027
| New | +$39K | 0.02% | 175 |
|